Plaid
Connect bank accounts with Plaid Link and stream transactions into /v1/bank-transactions.
The snag
Manual bank statement uploads delay reconciliation and hide the current cash position from finance.
How Zivvy helps
Use Plaid Link on the client, exchange the public token, and let Zivvy pull daily via /v1/bank-transactions into the bank reconciliation queue.
Before Zivvy
Handoffs go missing, owners are unclear, audits get painful.
What you get
- Plaid Link on the client, exchange handled by Zivvy
- Nightly pull into /v1/bank-transactions
- Auto-match against /v1/payment-entries on amount + date
Workflow stream
Common uses
01
Plaid Link → /v1/bank-accounts linked and verified
02
Daily sync of transactions into /v1/bank-transactions
03
Auto-suggest matches to /v1/payment-entries
Integration code
Open API referenceCreate a Plaid link token
curl -X POST https://integrate.zivvy.xyz/v1/bank-accounts/link-token \
-H "Authorization: Bearer $ZIVVY_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"user_ref": "user_42",
"products": ["transactions", "auth"],
"country_codes": ["US"]
}'Complete the link
const { link_token } = await fetch("/api/plaid/link-token", { method: "POST" })
.then(r => r.json());
Plaid.create({
token: link_token,
onSuccess: async (public_token) => {
await fetch("/api/plaid/exchange", {
method: "POST",
body: JSON.stringify({ public_token })
});
}
}).open();API endpoints
Events emitted
HMAC-SHA256 signed webhooks, retried for 24 hours.
- bank-transactions.created
- bank-accounts.linked
- bank-accounts.error
0
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card required to start
1
workspace for the workflow
Questions
Ready to try it?
Free plan. Two seats. No card.